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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
SWCM
5576
Sullivan Wood Capital Management
District of Columbia
$352K
IWM
5577
Inlight Wealth Management
Georgia
$351K
PWAC
5578
Private Wealth Advisors (California)
California
$350K
SWM
5579
Stark Wealth Management
Pennsylvania
$347K
SC
5580
Skylands Capital
Wisconsin
$346K
GS
5581
Gagnon Securities
New York
$344K
MWP
5582
MYCIO Wealth Partners
Pennsylvania
$344K
EF
5583
Elite Financial
Idaho
$343K
RCG
5584
Ruane, Cunniff & Goldfarb
New York
$343K
MWML
5585
M Wealth Management LLC
California
$342K
FA
5586
Financial Alternatives
California
$339K
CIM
5587
Corbyn Investment Management
Maryland
$338K
RVM
5588
Robinson Value Management
Texas
$338K
AIC
5589
Allodium Investment Consultants
Minnesota
$338K
RWS
5590
Rochester Wealth Strategies
Michigan
$338K
DGI
5591
Disciplined Growth Investors
Minnesota
$338K
WW
5592
Winnow Wealth
Texas
$337K
AAG
5593
Accordant Advisory Group
Maryland
$337K
SWM
5594
Stapp Wealth Management
Washington
$336K
PFA
5595
Portland Financial Advisors
New York
$334K
BWM
5596
Buska Wealth Management
Wisconsin
$333K
FPW
5597
Flagship Private Wealth
Massachusetts
$333K
KFSN
5598
Keystone Financial Services (Nebraska)
Nebraska
$333K
FIS
5599
Fischer Investment Strategies
California
$333K
SWM
5600
Schwallier Wealth Management
Michigan
$332K